-8.2%
UBER vs GEV
+735.9%
-744.2%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.6% | -4.8% | -1.7% |
| 7D | -5.4% | +1.6% | -7.0% | -5.6% |
| 30D | -4.9% | -7.9% | +3.0% | -4.0% |
| 3M | +3.0% | +5.6% | -2.6% | +0.8% |
| 6M | -4.4% | +13.1% | -17.5% | -8.3% |
| YTD | -12.3% | +46.7% | -59.0% | -20.2% |
| 1Y | -24.3% | +51.3% | -75.6% | -32.2% |
| All | -8.2% | +735.9% | -744.2% | -42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GEV.
Daily Out/Under-Performance
Portfolio return minus GEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded GEV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling